RIA Intel›Advisers›Arkansas›ELEVATED WEALTH LLC

ELEVATED WEALTH LLC

Advisory

ROGERS, AR

Data as of Jan 5, 2026 · Source: SEC Form ADV

Average account

$228K

across 95 accounts

AUM per adviser

$22M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 5, 2026.

Total AUM

$22M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$22M

Discretionary AUM$22M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients60

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAR

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

60 clients

23 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in AR

Closest by assets under management. All figures from Form ADV.

STONE FINANCIAL AND WEALTH ADVISORS, LLC

$19M

D.L. FIELDS ADVISORY GROUP, LLC

BENTONVILLE, AR

$25M

HOT SPRINGS ASSET MANAGEMENT, INC.

HOT SPRINGS VILLAGE, AR

$18M

VALUEPOINT PARTNERS, INC.

$18M

PINNACLE ASSET MANAGEMENT, LLC

LITTLE ROCK, AR

$17M

APPLE TREE ASSET MANAGEMENT INC

LITTLE ROCK, AR

$26M

Get the full picture on ELEVATED WEALTH LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track ELEVATED WEALTH LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans